$52.0M Total AUM
$52.0M Disc. AUM
-- 3Y CAGR
3 Employees
44 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- CatalystMomentum oak
- Established Date
- 01-30-2025
- Office Locations
- 1
Office Locations
2626 Cole AVE STE 300 Dallas TX
About Freeman Wealth Management
Freeman Wealth Management is a Dallas-based RIA. The firm has been operating for 1 years. Managing $52.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
49 AVG AGE
$52.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
1.3 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Meridian Zenith Catalyst harbor Delta Catalyst north Harbor glacier Focus insight
Client Personas
Insight
Custodian
Value bridge Frontier Horizon Value Vector Vertex
Investment Themes
Pathway Capital peak Pathway Signal atlas
Investment Vehicles
Frontier insight Vertex fusion Quantum harbor
Platform
Prime quantum
Services
Fusion north Pathway Delta Ember Pathway Legacy Ridge Unison summit
Technology
Unison frontier Pioneer
Owner & Executives
PATRICK TIMOTHY FREEMAN
Chief Compliance Officer, Managing Member
- CRD
- #2846357
- Ownership
- 75% or more
(280) 498-4050
vector.harbor@fusioncapital.com
in linkedin.com/in/vector-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $52,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $52,000,000
Public Funds:
30.5% Cash:
69.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $111,312,503 | 30.5% |
| Cash | $253,646,524 | 69.5% |
| Total | $364,959,027 | 100.0% |